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Financial Client Experience Associate
Job in
Wheaton, DuPage County, Illinois, 60189, USA
Listed on 2026-07-01
Listing for:
Benjamin F. Edwards
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
Benjamin
F. Edwards in Wheaton, Illinois, is seeking a Registered Financial Client Associate to join its team. This role is essential in providing exceptional service to both clients and Financial Advisors, ensuring all client needs are met efficiently. Responsibilities include assisting with administrative tasks, client inquiries, account maintenance, and preparing reports.
The successful candidate will possess a Bachelor’s degree, have at least 2 years of experience in client service within financial services, and excellent communication skills. We offer a competitive pay range and comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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